Marketing Technology
Get the latest news and insights about marketing technology used by financial advisors and throughout the financial services industry.
How Advisors Can Thrive in the Time of Coronavirus
By Jeff BermanFor one thing, don't stop searching for new clients, execs from two fintech firms say.
March 30, 2020
Advice on How to Prep for COVID-19 Disruptions"In these times, you can not over-communicate" with clients or staff, says RIA in a Box President GJ King.
March 30, 2020
Advisor Tech: Past, Present, FutureOver the past few decades, advisors went from having almost no choices to getting a long menu of solutions. The shift was — and remains — exciting.
March 30, 2020
Tech Headaches, Innovations and Threats in Focus at T3 EventPlus, conference host Joel Bruckenstein shares results of advisor survey on software and other technology tools.
March 30, 2020
The Lowdown on Michael Kitces' New GigHere are some details about his and Jeff Levine's big move to Buckingham Wealth Partners.
March 26, 2020
Morgan Stanley Says No Job Cuts in 2020, Fixes Tech Glitch"Your jobs are secure" through the year, CEO James Gorman told employees, though he could offer no longer-term assurance.
March 26, 2020
Deadline Extended for Invest in Others Award NominationsInvest in Others, a charitable organization, will give awards of $10,000 to $50,000 to community-focused advisors.
March 24, 2020
Vote Now for the 2020 IA25Your input on the 25 industry leaders you're turning to for insights and inspiration is needed by April 6.